Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
• Tax ID Number
• Account Balances
• Social Security Number
• Income
• Assets and Investment Experience
When you are no longer our customer, we may continue to share your information as described in this notice.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal
information; the reasons Parkway Wealth Management chooses to share; and whether you can limit this sharing.
FOR OUR EVERYDAY BUSINESS PURPOSES —
such as to process your transactions, maintain your account(s), respond
to court orders and legal investigations, or report to credit bureaus
Yes
No
FOR OUR MARKETING PURPOSES —
to offer our products and services to you
Yes
No
FOR JOINT MARKETING WITH OTHER FINANCIAL COMPANIES
No
N/A
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES —
information about your transactions and experiences
N/A
N/A
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES —
information about your creditworthiness
N/A
N/A
FOR OUR AFFILIATES TO MARKET TO YOU
N/A
N/A
FOR NONAFFILIATES TO MARKET TO YOU
No
We don’t share
FOR OUR EVERYDAY BUSINESS PURPOSES —
such as to process your transactions, maintain your account(s), respond
to court orders and legal investigations, or report to credit bureaus
FOR OUR MARKETING PURPOSES —
to offer our products and services to you
FOR JOINT MARKETING WITH OTHER FINANCIAL COMPANIES
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES —
information about your transactions and experiences
FOR OUR AFFILIATES’ EVERYDAY BUSINESS PURPOSES —
information about your creditworthiness
FOR OUR AFFILIATES TO MARKET TO YOU
FOR NONAFFILIATES TO MARKET TO YOU
Call 972-502-9340
Please note: We do not share your information with nonaffiliates for marketing purposes. If you have any questions about our privacy practices, please contact us at the phone number above.
“Parkway” means Parkway Wealth Management Group, LLClocated at 5550 Granite Parkway, Suite 180, Plano, TX 75024
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
We also maintain other physical, electronic and procedural safeguards to protect this information and we limit access to information only to those employees for whom access is appropriate.
Federal law gives you the right to limit only
• sharing for affiliates’ everyday business purposes – information about
your creditworthiness
• affiliates from using your information to market to you
• sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Your choices will apply to everyone on your account(s).
Companies related by common ownership or control. They can be financial and non-financial companies. Parkway does not have any affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies. Nonaffiliates we share with can include financial services companies such as custodians, broker-dealers or insurance companies, as well as nonfinancial companies such as the service providers we engaged for the operation of the business to provide services to you.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Parkway does not have any joint marketing agreement with any nonaffiliated financial companies.